Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6B
AUM Growth
+$7.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,558
New
Increased
Reduced
Closed

Top Buys

1
+$91M
2
+$90.7M
3
+$58M
4
MSFT icon
Microsoft
MSFT
+$56.4M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$51.4M

Top Sells

1
+$236M
2
+$109M
3
+$76.5M
4
DLR icon
Digital Realty Trust
DLR
+$59.1M
5
MBB icon
iShares MBS ETF
MBB
+$46.5M

Sector Composition

1 Technology 18.12%
2 Healthcare 11.33%
3 Financials 9.34%
4 Industrials 8.68%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$318K ﹤0.01%
35,601
-12,047
2877
$318K ﹤0.01%
+5,326
2878
$317K ﹤0.01%
24,573
-1,165
2879
$317K ﹤0.01%
6,804
+1,650
2880
$316K ﹤0.01%
+31,837
2881
$315K ﹤0.01%
8,063
+42
2882
$315K ﹤0.01%
8,691
-96
2883
$313K ﹤0.01%
21,418
+828
2884
$313K ﹤0.01%
+10,422
2885
$312K ﹤0.01%
3,570
-18,492
2886
$312K ﹤0.01%
19,831
-6,270
2887
$311K ﹤0.01%
39,750
-6,000
2888
$311K ﹤0.01%
5,585
+834
2889
$311K ﹤0.01%
6,581
+2,773
2890
$308K ﹤0.01%
18,590
-753
2891
$308K ﹤0.01%
8,545
+770
2892
$308K ﹤0.01%
135,200
-85,200
2893
$307K ﹤0.01%
11,266
-5,582
2894
$307K ﹤0.01%
14,037
+387
2895
$306K ﹤0.01%
20,721
-632
2896
$305K ﹤0.01%
57,184
+672
2897
$304K ﹤0.01%
9,665
-2,250
2898
$304K ﹤0.01%
3,582
-273
2899
$303K ﹤0.01%
14,065
-4,738
2900
$303K ﹤0.01%
7,100
114 115
116
117 118